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Retirement plan advisory services

Designing plans to attract and retain talent

As an employer, you know that providing effective retirement plans isn’t just the right thing to do — it is a critical differentiator to the talented people your company needs to succeed.

Your employees need well-designed plans with appropriate investment options, strong participant education programs and outstanding customer service. Your company needs that and more — you need to work with advisors that understand your business goals, your fiduciary responsibilities and the regulatory environment in which qualified plans operate.

RSM offers employee retirement plan services to help you meet these responsibilities so you can focus on what you do best — running your business.

Related insights

SECURE Act impacts employer plans

TAX ALERT

SECURE Act impacts employer plans

The SECURE Act makes changes affecting retirement benefits in qualified plans and in IRAs for both the employers and individuals.

  • Joni Andrioff, Katie Beaver
  • |
  • December 20, 2019
The SECURE Act - Planning implications for high net worth individuals

TAX ALERT

The SECURE Act - Planning implications for high net worth individuals

The Act’s significant implications for individuals’ retirement and estate planning suggests that they consult with their advisors…now

  • Charlie Ratner, Carol Warley, Rebecca Warren
  • |
  • December 20, 2019
Deadline set for 401(k) plan amendments due to new hardship rules

TAX ALERT

Deadline set for 401(k) plan amendments due to new hardship rules

IRS guidance establishes amendment deadline for 401(k) and other retirement plans to comply with new hardship distribution rules.

  • Joni Andrioff, Bill O’Malley, Katie Beaver
  • |
  • December 13, 2019
IRS issues guidance on tax-exempt entities funding employee benefits

TAX ALERT

IRS issues guidance on tax-exempt entities funding employee benefits

IRS issues guidance on voluntary employees’ beneficiary associations (VEBAs) and supplemental unemployment benefit trusts (SUBs).

  • Jill Harris, Bill O’Malley
  • |
  • December 10, 2019
Proposed regulations update tables used to calculate RMD

TAX ALERT

Proposed regulations update tables used to calculate RMD

The IRS issues proposed regulations to update the life expectancy tables to reflect current, longer life expectancy rates.

  • Katie Beaver, Bill O’Malley
  • |
  • November 11, 2019

INSIGHT ARTICLE

Employers have new health reimbursement arrangement options for 2020

The federal government will expand health reimbursement arrangement (HRA) with two new options starting in 2020.

  • Jill Harris
  • |
  • November 08, 2019
IRS releases 2020 retirement plan limitations

TAX ALERT

IRS releases 2020 retirement plan limitations

The IRS publishes applicable annual limitations and maximums for retirement plans, resulting in small increases for 2020.

  • Anne Bushman, Joni Andrioff, Nicole Kelley
  • |
  • November 07, 2019

WHITE PAPER

Retirement plan target date fund selection process: What to consider

With the popularity of target date funds, plan sponsors face critical decisions when determining an investment lineup.

  • Brent Hulbert, Mary Chiodo
  • |
  • October 10, 2019
Retirement Report Fourth Quarter 2019

INSIGHT ARTICLE

Retirement Report Fourth Quarter 2019

In this issue: IRS guidance on uncashed retirement distribution checks and reasons to integrate HSAs into your company's retirement plan.

  • October 03, 2019
Final regulations on hardship distributions for 401(k) plans

TAX ALERT

Final regulations on hardship distributions for 401(k) plans

The IRS issued final regulations on the 401(k) plan hardship distribution requirements as amended by tax reform (T.D. 9875).

  • Bill O’Malley, Joni Andrioff, Katie Beaver
  • |
  • September 24, 2019